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Wall Street Journal: Gary Flam Quoted in “Morning MoneyBeat: Selloff Gains Steam” 17 Aug 2013 | 04:00 am
“The consensus is you’re going to see tapering in September and I don’t think anything we’ve seen today would change that thought process, whether it’s Lockhart or retail sales,” Gary Flam, a portfoli...
Wall Street Journal: Todd Morgan Quoted in “Six Assumptions Advisers Shouldn’t Make About Wealthy Clients” 10 Aug 2013 | 04:57 am
In determining an investment mix, "rule on the side of caution." Being too conservative is better than taking too much risk, even if the client has the wealth to handle it.
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Wall Street Journal: Todd Morgan Quoted in “Market Turmoil Offers ‘Nibbling’ Opportunities” belair-llc.com 21 Jun 2013 | 10:21 pm
"We're nibbling on this weakness in the market," said Todd Morgan, senior managing director and adviser at Los Angeles-based Bel Air Investment Advisors LLC, which manages about $6.5 billion in assets...
Investment News: Neal Karchem quoted in “Up, up and away: Jobs report clears upside for stocks” belair-llc.com 7 Jun 2013 | 02:11 pm
“We're still constructive, yet cautious,” said Neal Karchem, senior equity analyst at Bel Air Investment Advisors LLC. “The run-up this year seems to be a bit out of touch with the economic data,” whi...
Bloomberg: Gary Flam Quoted in “U.S. Stocks Rise on Fed Stimulus Bets After GDP Report” belair-llc.com 30 May 2013 | 09:44 pm
“If you see that pullback continue, that’s a risk to the U.S. market,” Gary Flam, who helps oversee $7 billion at Bel Air Investment Advisors LLC in Los Angeles, said of Japan’s stock market by phone....
